Portfolio
Sep 10, 2026- Stock99.74%
- Other2.22%
- Cash0.00%
Morningstar style box
Sep 10, 2026Current style: Mid Growth
Large
Mid
Small
0%
24%
26%
8%
2%
19%
4%
9%
8%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 57.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.06% | Equity | Industrials | Large Blend | — | — | — | |
| 8.86% | Equity | Industrials | Large Blend | — | — | — | |
| 7.90% | Equity | Industrials | Large Growth | — | — | — | |
| 7.12% | Equity | Industrials | Large Growth | — | — | — | |
| 5.11% | Equity | Industrials | Large Growth | — | — | — | |
| 4.53% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.40% | Equity | Utilities | Large Blend | — | — | — | |
| 4.03% | Equity | Energy | Large Blend | — | — | — | |
| 4.03% | Equity | Information Technology | Large Growth | — | — | — | |
10  AMDUSAMD | 2.54% | Equity | Information Technology | Large Growth | — | — | — |
